Estate Planning Can Be Simple

What is ESG Investing and How Does it Work? (#103)

Why does ESG investing matter, and how does it work? Consumer behavior has changed and has become more focused on  sustainability. Like recycling, minimizing waste and making greener choices. Which influences decisions around finances and investment choices. In this episode host Josh Nelson, founder and CEO of Keystone Financial Services in Loveland, Colorado, gives clear advice to investors and potential investors who want to use their money to finance companies committed to these practices. ESG investing, also known as sustainable investing, has seen exponential growth as investors seek to provide capital for companies whose values on environmental sustainability and social responsibility align with their own. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefinancial.com Podcast Editor: Tim Leaman/info.primegen@gmail.com

The Two Big Emotions Which Drive Personal Finance Decisions (#44)

In this episode host Josh Nelson talks about FOMO. The Fear Of Missing Out. We're sure you're familiar.  It's a big thing in most everyone's personal and finances lives. Social media is a big driver of FOMO. We see  stuff on social media that makes it look like everybody else is having fun and we’re not. This drives specific courses of actions in our life because in general people don't want to be missing out on the newest, biggest and bestest thing. You know, we don’t want to lose out on an opportunity when it seems like everybody else is out there making money. But is FOMO always something you want to avoid? Or, can you use it as a tool to your advantage in your financial and personal life.  This episode will help you answer that question.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefinancial.com Podcast Editor: Tim Leaman/info.primegen@gmail.com

Which type of investing will ultimately result in greater success? (#18)

Beginning with a  tale from Aesop's Fables, how the tortoise beat the hare in their race has a message to those interested in the world of investing.  The question is which type of investing will ultimately result in greater success? Getting there fast, or slow and steady? In this episode of The Wiser Financial Advisor host Josh Nelson talks about what a stock really is.  He talks about problems that  come up when investors get into "bubble territory".  He talks about how it is always inevitable that eventually stocks decrease in value and how you can be prepared for it. Then he asks you to consider, are you going to be the hare or the tortoise when it comes to your investment strategy. Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefinancial.com Podcast Editor: Tim Leaman/info.primegen@gmail.com

Estate Planning Can Be Simple

Estate planning is important because it gives you control over what happens with your assets, big or small, your family, your healthcare decisions. Many people assume it's for the wealthy, virtually anyone who owns any amount of property or has savings, has children, needs an estate plan. That leads into some of the key reasons why estate planning really matters. Wiser Financial Associates Jen and Michael break this down for you, piece by piece. One of the biggest is protecting your loved ones. They share that while Estate planning is a big deal, they also relate how simple Estate planning can be. Thanks for listening.  Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefinancial.com Podcast Editor: Tim Leaman/info.primegen@gmail.com

Speaking Your Language #118

Financial advisors need to be good communicators. We need to speak a language that makes sense for people. We've got people that are senior level chip design engineers at big companies and people that are plumbers and self-employed and everything in between. Our job is to communicate with you and help you make some great choices about finances. A coach is a person who helps someone see what they may not be seeing to help them be their best. We are financial coaches here to help you know exactly what you need to know when it comes to financial strategy and management. Thanks for listening and for supporting The Wiser Financial Advisor Podcast. In this podcast: (View Chapters) 1.Financial Lingo and Clarity 2.Four Pillars of Personal Finance 3.Financial Advisor Experience 4.Timing of the Four Pillars 5.Where You Are and Where You’re Going 6.Financial Coaching Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefinancial.com Podcast Editor: Tim Leaman/info.primegen@gmail.com